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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $545,010 | $112,729+383.5% | $98,716+452.1% | $137,256+297.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.05% | 38.48%-22.4pp | 31.81%-15.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $24,703 | $2,725+806.4% | $2,279+984.2% | $4,156+494.4% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $24,100 | $10,129+137.9% | $8,703+176.9% | $12,270+96.4% |